Inside the 2026 Bitcoin Financial Services Summit

Inside the 2026 Bitcoin Financial Services Summit

Most Bitcoin conferences are 30,000 people, vanilla panels, and a badge you never look at again. The Bitcoin Financial Services Summit is the opposite — 200 curated seats, speakers you can actually walk up and talk to, and a room where roughly 80% of the people on stage are founders or executives still building through the bear market. No guest this week — Wyatt and Jordan take a rare solo pod to break down everything coming to Denver October 20–22, and why this year's summit is bigger and better than year one. They start with the venue: The Space, a member-run Bitcoin citadel in Denver with miners heating the floors (and the hot tub), and walk through the new Tuesday–Thursday schedule built for Bitcoiners with families — golf scramble and welcome party Tuesday, core summit Wednesday and Thursday, wine and bourbon tastings, and a private-land mountain hike. Long group meals, intentional networking blocks, and zero chance you're scarfing down a burrito while someone herds you back to a talk. Then the big announcement: continuing education. BFFS and Unchained are bringing real CPE credits for CPAs and financial advisors to the summit — with CLE for attorneys on the roadmap and a self-serve web platform launching later this year. If professionals are forced to grind out credits every December anyway, why not earn them learning about Bitcoin custody, tax, and estate planning — and stop bleeding high-net-worth clients to advisors who scoff at the asset? They run through the sponsor lineup — Falcon Rappaport & Berkman, Quantify Funds, Sound HSA, River, and Unchained — and the first wave of speakers: Joe Kelly (Unchained), Stephen Cole (Castle), Matt McClintock, Tim Kotzman, Jeff Walton, and Eric Yakes, with a possible moderated Bitcoin treasury debate in the works. They close with the case for showing up now: the people at a Bitcoin event 40–50% off the highs are the core group. In five years, when the Big Four are offering Bitcoin CPE, you'll wish you'd been in this room. 🎟️ Join Us in Denver, Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20-22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media [http://bffs.media] Chapters 00:00 Introduction 01:06 Welcome to Bitcoin for Financial Services Media 02:03 A Rare Solo Pod: Summit Edition 04:51 The Space: Denver's Bitcoin Citadel Venue 07:52 Golf, Hikes, Tastings, and a Family-Friendly Schedule 11:01 Bitcoin Only — No Crypto, No "Digital Assets" 13:57 Why In-Person Events Matter More Than Ever 17:06 The 2026 Sponsor Lineup 21:44 Sound HSA, River, and Unchained 24:51 The Big One: Bitcoin CPE for CPAs and Advisors 30:15 Inside the Three-Day Schedule 36:50 First Wave of Speakers (and a Possible Treasury Debate) 42:40 Bear Market Conferences: Why You Want to Be in This Room Host Links Wyatt O'Rourke X: x.com/wyattorourke [http://x.com/wyattorourke]_ Website: basilic.io [http://basilic.io] Jordan Guess X: x.com/jordanguess [http://x.com/jordanguess] LinkedIn: linkedin.com/in/jordan-guess-cpa [http://linkedin.com/in/jordan-guess-cpa] Website: bitment.co [http://bitment.co] Bitcoin Financial Services Media X: x.com/bffs_media [http://x.com/bffs_media] Website: bffs.media [http://bffs.media] YouTube: @bffs_media Show Sponsors Basilic Financial: Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io [http://basilic.io] Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co [http://bitment.co] Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com [http://satoshipacioli.com]

How W-2 Earners Slash Taxes With Bitcoin Mining

Most people write off Bitcoin mining as a waste of energy or a game reserved for hardware geeks and public mega-miners. Beau Turner, CEO and co-founder of Abundant Mines, says it's actually the most natural and versatile channel for physical energy in the world — and one of the most powerful tax strategies available to everyday investors. Wyatt and Jordan sit down with Beau to unpack what it really takes to run a Bitcoin mining hosting operation, why the industry has a marketing problem, and how Abundant Mines has quietly built a bridge for the "normie" investor — retirees, real estate investors, and high-earning W-2 employees who've never touched an ASIC but are staring down big tax bills. Beau shares his story from the ground up. From a family of real estate investors and gold bugs, to an engineering degree at SMU, to liquidating a Dallas real estate portfolio to go all-in on Bitcoin — and the brutal $500K loss with a Georgia hosting provider that taught him everything a mining host should never do. That experience became the blueprint for Abundant Mines: all-inclusive pricing, hash rate redirect, equipment insurance, and white-glove onboarding that walks clients through self-custody from day one. They get into the Big Beautiful Bill. How 100% bonus depreciation lets investors write off mining equipment in year one, how W-2 earners can use a mining LLC to offset active income, and why multi-year deployment strategies matter when the IRS always gets paid eventually. Then the conversation moves to the Bitcoin Family Office — why fractional family office services are the missing infrastructure for Bitcoiners with growing net worth, and how coordinated tax, legal, financial planning, and mining strategy beats playing telephone between advisors who can't talk to each other. They close out with Beau's take on the public miners pivoting to AI and HPC, why hash rate leaving the network is a gift to everyone who stays, and his case for why the best time to allocate to mining is exactly when nobody's paying attention. 🎟️ Join Us in Denver, Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20-22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media [http://bffs.media] Chapters 00:00 Introduction to Beau Turner and Abundant Mines 02:43 The 30,000-Foot View of Bitcoin Mining Today 05:25 Reaching Investors Outside the Bitcoin Bubble 12:38 Inside the Abundant Mines Business Model 17:56 From Real Estate to a $500K Mining Lesson 24:12 The Big Beautiful Bill and 100% Bonus Depreciation 28:13 How W-2 Earners Use Mining to Offset Taxes 32:21 Building a Turnkey Bitcoin Business 36:45 The Bitcoin Family Office 49:27 Public Miners, AI Pivots, and the Case for Mining Now 59:08 How to Work with Abundant Mines Guest: Beau Turner Abundant Mines X: x.com/Beau_Turner21 [http://x.com/Beau_Turner21] Website: abundantmines.com [http://abundantmines.com] Referral Program: abundantmines.com/referral [http://abundantmines.com/referral] Host Links Wyatt O'Rourke X: x.com/wyattorourke [http://x.com/wyattorourke]_ Website: basilic.io [http://basilic.io] Jordan Guess X: x.com/jordanguess [http://x.com/jordanguess] LinkedIn: linkedin.com/in/jordan-guess-cpa [http://linkedin.com/in/jordan-guess-cpa] Website: bitment.co [http://bitment.co] Bitcoin Financial Services Media X: x.com/bffs_media [http://x.com/bffs_media] Website: bffs.media [http://bffs.media] YouTube: @bffs_media Show Sponsors Basilic Financial: Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io [http://basilic.io] Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co [http://bitment.co] Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com [http://satoshipacioli.com]

The Wall Street Veteran Who Went All In on Bitcoin (And How He Makes It Grow)

Most people think generating a return on Bitcoin means taking on reckless risk or selling your stack. Adil Abdulali, Chief Strategy Officer at Amitis Capital, says the real opportunity is treating Bitcoin as pristine collateral and building disciplined financial strategies around it without ever parting with your sats. Wyatt sits down with Adil to unpack what it actually looks like to run a Bitcoin-denominated hedge fund in a market where institutional adoption is still crawling, distribution networks haven't caught up, and the most sophisticated strategies are only just becoming accessible to serious investors. Adil walks through his career from the ground up. From trading derivatives on Wall Street in the nineties, to seeding early hedge funds at Protege Partners, to getting introduced to Bitcoin through MIT's Media Lab in 2015, and ultimately going full-time Bitcoin in 2019. He breaks down how Amitis Capital uses Bitcoin as collateral to fund market-neutral trading strategies, why the basis trade opportunity has compressed as institutional capital flooded in, and where the next frontier lies as real-world assets get tokenized onto Bitcoin rails. They get into the Meanwhile connection. How Bitcoin-denominated insurance policies and repo products create a virtuous circle for investors who want exposure to Bitcoin financial strategies without triggering a taxable event. Then the conversation moves to Strategy. Where Adil lands on the treasury company model, why he thinks the infinite game may be over, and what the growing concentration of Bitcoin in the hands of large fiduciaries means for the soul of the network. They close out with what Amitis Capital is focused on now. Why the RIA distribution channel is still the key unlock, how the early hedge fund playbook maps directly onto Bitcoin asset management today, and Adil's case for why getting small investors into Bitcoin before the institutions take over is the most important thing anyone in this room can be doing. 🎟️ Join Us in Denver, Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20-22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media [http://bffs.media] Chapters 00:00 Introduction to Adil Abdulali and Amitis Capital 02:50 Adil's Journey in Finance and Bitcoin 06:10 Transitioning to Bitcoin Asset Management 08:57 Strategies for Growing Bitcoin 11:59 The Role of Bitcoin as Collateral 14:52 Evaluating Bitcoin Capital Markets 18:13 The Impact of Derivatives on Bitcoin 20:54 The Future of Bitcoin and Quantum Risks 24:01 Bitcoinization of Finance and New Opportunities 33:01 Exploring Bitcoin's Future Opportunities 39:21 Adoption Challenges and Market Sentiment 46:25 Investment Strategies and Diversification in Bitcoin 55:09 The Impact of Institutional Players on Bitcoin 01:00:32 Future Directions for Bitcoin Financial Products Guest: Adil Abdulali Amitis Capital LinkedIn: linkedin.com/in/adil-abdulali-48186393 Host Links Wyatt O'Rourke X: x.com/wyattorourke_ Website: basilic.io [http://basilic.io] Jordan Guess X: x.com/jordanguess LinkedIn: linkedin.com/in/jordan-guess-cpa Website: bitment.co [http://bitment.co] Bitcoin Financial Services Media X: x.com/bffs_media Website: bffs.media [http://bffs.media] YouTube: @bffs_media Show Sponsors Basilic Financial: Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io [http://basilic.io] Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co [http://bitment.co] Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com [http://satoshipacioli.com]

What Actually Gets Built in a Bear Market | Bitcoin Venture Capital & the Future of Bitcoin Finance

Most people think Bitcoin venture capital is just buying early and waiting. VJ Vesnaver, operating partner at Epoch, says the real work is finding the founders building the infrastructure that makes Bitcoin's future inevitable and backing them before anyone else sees it. Wyatt and Jordan sit down with VJ to unpack what it actually looks like to run a Bitcoin-native venture fund in a market where AI is sucking all the oxygen out of the room, treasury companies are dominating the narrative, and the highest quality builders are the ones nobody's talking about yet. VJ walks through Epoch's thesis from the ground up. Why bear markets produce better pipeline, how Bitcoin venture differs from traditional VC, and why the internal hurdle rate isn't a percentage, it's Bitcoin itself. From layer twos finding their niche to the regulatory tightrope founders walk daily, VJ gives a ground-level view of what's actually getting built in the Bitcoin ecosystem right now. They get into the Bitcoin treasury company debate. Where VJ lands on the Parker Lewis vs. Michael Saylor tension, why he didn't invest in any of them, and what it would actually take for treasury companies to generate real yield beyond financial engineering. Then the conversation moves to AI. Whether the productivity gains are real, why open source is the natural counter to regulatory capture of frontier models, and how agentic payments could quietly push Bitcoin deeper into the medium of exchange phase faster than any orange-pilling campaign ever could. We close out with what Epoch is watching right now. The boring, regulated, unsexy infrastructure plays that nobody's excited about yet, why banks lending against Bitcoin is still a massive unsolved problem, and VJ's case for why the courts, not Congress, are the real long-term guardians of freedom money. 🎟️ Join Us in Denver, Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20-22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media [http://bffs.media] Chapters 00:00 Welcome Back and Introductions 05:07 Investing in the Bitcoin Ecosystem 08:04 Market Dynamics: Bear vs. Bull 11:17 Institutional Involvement and Regulation 14:45 The Role of Bitcoin Treasury Companies 17:36 AI's Impact on Bitcoin and Startups 38:04 The Impact of Money Printing on Wealth Inequality 41:05 AI's Role in Asset Inflation and Bitcoin's Appeal 42:49 Capital Flow: Bitcoin vs. AI Investments 46:32 Investing in Regulated Bitcoin Financial Products 49:38 The Future of AI: Open Source vs. Centralization 53:41 Navigating Regulatory Challenges in Crypto 59:14 The Role of Courts in Shaping Crypto Law 01:04:25 Bitcoin Financial Services Summit Guest: VJ Vesnaver Epoch VC X: @VJVesnaver Website: epochvc.io [http://epochvc.io] Host Links Wyatt O'Rourke X: x.com/wyattorourke_ Website: basilic.io [http://basilic.io] Jordan Guess X: x.com/jordanguess LinkedIn: linkedin.com/in/jordan-guess-cpa Website: bitment.co [http://bitment.co] Bitcoin Financial Services Media X: x.com/bffs_media Website: bffs.media [http://bffs.media] YouTube: @bffs_media Show Sponsors Basilic Financial: Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io [http://basilic.io] Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co [http://bitment.co] Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com [http://satoshipacioli.com]

The Orange-Pilled Advisor: Building a Bitcoin-First Wealth Management Firm From Scratch

Most people think getting orange-pilled is the hard part. Matt Golliher, financial advisor and co-founder of Orange Horizon Wealth, says convincing yourself is easy… rebuilding your entire practice around Bitcoin is where the real work starts. Wyatt sits down with Matt Golliher to unpack what it actually took to transform a traditional, profitable RIA into one of the only fully Bitcoin-focused wealth management firms in the country. From compliance and custody to E&O insurance and custodian relationships, Matt walks through every brick wall Vista Investment Partners had to knock down, and rebuild, before Orange Horizon Wealth could go live in May 2024. Matt Golliher shares his path from dismissing Bitcoin as "digital Beanie Babies" in 2017 to obsessively researching it through the pandemic, the moment reading The Bitcoin Standard made him start sweating, and why getting orange-pilled at a bank would have ended his career as a financial advisor. They get into the three real options for Bitcoin-convicted advisors stuck at legacy firms, how Swan Bitcoin became the only viable custodian for spot Bitcoin at the time, and the nuts and bolts of how Orange Horizon operates as a DBA and partnership structure under Vista. We close out with the Rockford story… how Jeff Arand used a firm transition bonus to stack Bitcoin, then plugged his practice into Orange Horizon's infrastructure as its first satellite office, and Matt's take on navigating client sentiment in a bear market, where he stands on Bitcoin treasury companies and leveraged Bitcoin equities, and why he's too busy building to check the price. 🎟️ Join Us in Denver - Bitcoin Financial Services Summit The Bitcoin Financial Services Summit returns October 20–22 in Denver, Colorado. RIAs, CPAs, lenders, miners, treasury companies, and Bitcoin-native operators all in one room. If you want to understand where Bitcoin and finance is going next, this is where you need to be. Get your tickets at bffs.media [http://bffs.media] Chapters 00:00 Introduction to Bitcoin Financial Services 03:16 Matt Golliher's journey into Bitcoin 08:34 The evolution of Vista Investment Partners 14:52 The impact of COVID-19 on Bitcoin awareness 20:22 Advice for financial advisors on embracing Bitcoin 27:42 Building Orange Horizon Wealth 29:25 Compliance challenges in Bitcoin wealth management 34:09 Navigating Bitcoin custody and insurance 36:39 Understanding the Orange Horizon and Vista relationship 37:16 Customizing advisor partnerships 39:17 The Rockford office opening 46:20 Client sentiment in a bear market 52:52 Exploring Bitcoin treasury companies and investment products 59:04 Fringe opportunities in Bitcoin financial services 01:04:02 Introduction to Bitcoin Financial Services Summit 01:04:31 The importance of community in Bitcoin integration Guest: Matt Golliher Orange Horizon Wealth / Vista Investment Partners X: @MattGolliher Website: orangehorizonwealth.com [http://orangehorizonwealth.com] Host Links Wyatt O'Rourke X: x.com/wyattorourke [http://x.com/wyattorourke]_ Website: basilic.io [http://basilic.io] Bitcoin Financial Services Media X: x.com/bffs_media [http://x.com/bffs_media] Website: bffs.media [http://bffs.media] YouTube: @bffs_media Show Sponsors Basilic Financial — Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. basilic.io [http://basilic.io] Bitment — Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co [http://bitment.co] Satoshi Pacioli — Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com [http://satoshipacioli.com]